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Generating a System Asset from a Request

This feature is available in Enterprise and Ultimate editions.

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Overview

You can generate various system assets directly from a request to accommodate the requirements of the request and begin development of the request features. Each request can generate multiple system assets, and the system establishes relationships between the request and the generated asset.

The following system assets can be generated from a request:

  • Story/Backlog Item
    When a request has been approved to move forward with new development, you can create a story to implement the request. To generate a story from a request, on the Requests page, select Generate Story from the Edit action menu to the far right and enter field information on the Story Details page.
  • Portfolio Item
    When a request has been approved to group a set of stories and/or child portfolio items at a higher level, you can create a portfolio item to implement the request. To generate a portfolio item from a request, on the Requests page, select Generate Portfolio Item from the Edit action menu to the far right and enter field information on the Portfolio Item Details page.
  • Defect
    When a request is determined to result from a defect in the system, you can create a new defect to implement the request. Matching defect attributes are auto-filled. To generate a defect from a request, on the Requests page, select Generate Defect from the Edit action menu to the far right and enter field information on the Defect Details page.
  • Issue
    When a request identifies an issue for the team, you can create a new issue to implement the request. Matching issue attributes are auto-filled. To generate an issue from a request, on the Requests page, select Generate Issue from the Edit action menu to the far right and enter field information on the Issue Details page.

After generating one of these associated assets, you have several options for saving the data:

  • Click Save to save the new asset and return to the Requests grid.

  • Click Save & New to save the new asset and open a new details window to generate a second asset to be associated with the request.

  • Click Save & Close Request to save the new asset and close out the request. Closed requests remain in the system. To view all closed requests, click Filter and select Show Closed Requests.

  • Click Save & View to save the new asset and open the Detail page for the associated asset to make updates.

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